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1190 West Marion Avenue
Punta Gorda, FL 33950
Directions To Branch
1819 Main Street
Sarasota, FL 34236
Toll Free: 800.307.9055
Our team offers advice and guidance designed to help you better manage your wealth and to provide a platform for the generations that follow. Our team has experience recommending and implementing risk management strategies designed for your level of wealth. We offer a menu of services targeting your particular needs, such as cash management, tuition funding and retirement planning services. Through Bank of America we can also provide access to credit and lending. Our goal is to have all key aspects of your financial life properly managed and working in concert. We strive to help you make changes today to better position your wealth for tomorrow.
Our wealth management process can encompass your financial life, and we will strive to help you understand how to make your income and assets work more efficiently. Our in-depth analysis is designed to understand and, if necessary, help adjust your wealth outlook to give you more clarity and control.
Our investment approach is driven by your goals and what you want to do with your wealth. We evaluate and recommend investments that we believe will enhance your portfolio over time and that fit within your risk tolerance, time horizon, liquidity needs and objectives.
In tailoring investment recommendations, we work with you to develop clear investment guidelines, risk management guidelines and realistic portfolio performance targets.
With you we can help create a customized, risk-appropriate wealth and investment strategy designed for your specific wealth goals. You will find our team is adept at reviewing your present situation and helping develop strategies and ideas for the way you live now. Maintaining sustainable affluence is one of the main goals of our wealth management approach. We pride ourselves on being guided by what's appropriate for you.
Our approach is designed to help enable affluent families, wealthy retirees, business owners and executives to handle the out-of-the-ordinary challenges that come with preserving and growing substantial wealth. By providing access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, GBSDC & Associates can offer you the advice and guidance and services you need.
We can work closely with your other professional advisors, including accountants, lawyers, insurance agents and business managers. Our team also offers you access to Merrill Lynch Banking Advisors from Bank of America and other internal specialists to help handle particular needs.
GBSDC & Associates intends for clients to enjoy our transparency and see our candor as exemplary of how much we truly care about clients' lives and goals. We believe that clients recognize our integrity and character.
"We strive to incorporate energy and ambition into the work we do with you. We think you'll find our most important contribution to you and your family is our insight into the goals and objectives you value most."
--GBSDC & Associates
At GBSDC & Associates, our mission is to be widely recognized as the team for significant wealth management throughout southwest Florida. The training, talent and enthusiasm of our professionals allow us to handle a wide range of situations, challenges and possibilities. Each member brings complementary skills, which together create a foundation of experience, knowledge and action.
Senior Vice President-Wealth Management
Senior Vice President–Wealth Management Senior Financial Advisor
Senior Vice President–Wealth Management Senior Consultant
Senior Vice President–Wealth Management Wealth Management Advisor
First Vice President–Wealth Management Senior Financial AdvisorSenior Portfolio Manager
Registered Senior Client Associate
Registered Client Associate
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The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
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